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Check-up · written plan · built and run every month

How it works

Three steps. You approve each one, and nothing goes out in your name until you have approved it in writing.

Three steps drawn as boxes joined by arrows: the check-up, a written plan with prices, then building and running the automations every month. Only the third box is drawn solid, because it is the part I make. STEP 1 · FREE The check-up BY PHONE OR ACROSS A TABLE STEP 2 · FREE A written plan, with prices NO IS A FINE ANSWER STEP 3 · MONTHLY Built, run and watched APPROVED BY YOU FIRST
FIG. 2 · THE WORK, IN ORDER.

The three steps

From a conversation to automations that run every month

  1. STEP 1

    The check-up

    30 minutes with me, by phone or across a table, about the jobs you still do by hand. I tell you plainly what I can take off your hands and what I can't. More about the check-up.

  2. STEP 2

    A written plan, with prices

    If it looks like a fit, I write up what I'd build: which automations, which of your tools each one touches, and what you would pay other companies to run them. It costs nothing, and no is a fine answer.

  3. STEP 3

    I build it, run it and watch it

    I connect your tools, then build and test each automation. After you approve it, I run and watch every one and fix what breaks. You get a monthly summary of what ran and what I fixed.

Getting started

The kickoff

One kickoff meeting connects your tools: about 90 minutes, or about 2 hours if we also open your AI account. You sign in and click allow, and I take it from there. I never ask for your password.

Your say

What you approve

Nothing goes out in your name until you have approved it in writing. You can approve each message, or approve an automation's exact wording once, and then it may send that wording on its own. Your agreement lists every message that sends on its own. Everything else waits as a draft for you.

Every approval is recorded with who gave it and when.

Drafts written with AI

Replies written with AI are always drafts. You read them, change them if you like, and send them yourself.

What I don't do

I don't text or call your customers for you. You never have to log in to my automation system.

Your time, estimated

What it asks of you

The plan call
30 minutes
The kickoff, to connect your tools
About 90 minutes, or about 2 hours if we also open your AI account
Reading and approving the wording
About 15 minutes for each automation
Looking over the test runs
30 minutes
The handover, with written notes
One hour

In all, about four to five hours of your time, spread over a couple of weeks. That's an estimate, not a measurement.

It starts with a conversation.

Book a Free Automation Check-up See the plans and prices The tools it connects to